Organization Description

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions with client assets of $4 trillion. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

Operations teams develop and manage innovative, secure service solutions to meet clients' needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.

Employer Description

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans

Job Description

Our Team

J.P. Morgan Asset & Wealth Management's Portfolio Analysis Group ("PAG") with J.P. Morgan Advisors (JPMA) is responsible for performance measurement and portfolio analytics for external clients and serves as a value-added source of independent analysis and thought leadership for internal clients including portfolio managers, front office advisors, sales & marketing and senior management. Analytics and activities include, but are not limited to, rate of return calculations, return attribution, risk analytics, competitive analysis and account analysis and construction. This analysis is instrumental in helping external clients understand drivers of performance in their portfolios and internally measure the effectiveness of JPMA's products and strategies.

PAG consists of over 130 investment analysis professionals located in 7 countries and 11 locations globally. Included are a dedicated business management team, platform team and data management team which support the group. The team broadly serves different client groups and business partners throughout multiple lines of business.

Responsibilities

PAG seeks an Analyst in our Newark, DE office to focus primarily on supporting the JPMA line of business in expanding the performance and portfolio analytics capabilities of the team while building out the set of functions specific to JPMA within PAG. Key responsibilities will include:

• Primary ownership responsibilities for JPMA Account Workflow, creating best practices, optimizing processes, examining current constructions with rigor, etc
• Liase with key JPMA business partners to ensure appropriate account/strategy performance
• Partner with the off-shore PAG team in the production of accurate and timely performance measurement figures for the JPMA line of business
• Respond in a timely fashion to inquiries from front-office financial advisors regarding performance reports, customized calculations and portfolio analytics
• Consistent, proactive evaluation of production processes ensuring effectiveness and efficiency
• Assist with the cyclical reporting processes in the Performance and Strategy spaces, with a focus on issue resolution and front office support
• Outlier Analysis and process enhancement of the preceding in performance / Strategy spaces
• Create opportunities for new high value added outputs in the portfolio analytics, risk statistics and strategy vs benchmark analytics arenas
• Serve as a subject matter expert on performance methodology for the JPMA line of business
• Acclimate and participate in PAG's new group-wide strategic performance technology project
• Assist in writing of business requirements, testing and preparing documentation for the various strategic projects that PAG undertakes
• Participate in all aspects of UAT and Feedback Loops for technology enhancements
• Partner with technology teams on enhancement workflow and prioritization, in conjunction with day to day production necessities
• Contribute on short-term, medium-term and longer-term strategic projects that focusing on improving the PAG's service offering and data quality.

The Performance Measurement Analyst/Associate must bring a relentless focus on day to day execution and relish accountability and ownership for the delivery of tangible measurable results. They must also exhibit the following qualities:

• Experienced performance measurement professional with 0-3 years of relevant experience including project experience, knowledge of composite practices a plus
• Passion for the investments business and financial markets
• Self-starter who is analytical and creative in their thinking; ability to quickly analyze information and creatively reach solutions and execute their implementation
• Strong quantitative skills, comfortable with formulas, performance measurement methodology and risk measures
• Understanding of the various businesses/products within the wealth management space
• Some working knowledge of securities operations, trade processing, mainframe accounting systems and performance system architecture a plus
• Solid analytical ability to research and analyze complex data sets
• Interact and communicate effectively - written and verbal - throughout all organizational levels and roles
• Ability to confidently interact effectively with front-office personnel while working toward tight deadlines in a high pressure environment
• Ability to multi-task seamlessly while rigorously maintaining a strong attention to detail
• Comfortable in a team environment while also able to deliver on independent assignments
• Bachelor's degree in Finance, Economics, Mathematics or Computer Science (or similar discipline) from an accredited, high quality institution
• CIPM/CFA or progress toward designation preferred

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans